Enduring Advice Creates Alpha

Enduring Advice Creates Alpha

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By Abby Belvin

Are you interested in earning 3% more per year on your investments?  All you have to do is hire a…

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When To Harvest Gains, When To Harvest Losses

When To Harvest Gains, When To Harvest Losses

It’s harvest time again! The end of the year often presents golden opportunities for investors to “harvest” capital losses by…

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How To Manage Your Tax Brackets Now And Later

How To Manage Your Tax Brackets Now And Later

Do you know what tax bracket you’re in? Not knowing could stand in the way of your year-end tax planning…

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Did The Devil Make You Do It? 8 Retirement Miscues

Did The Devil Make You Do It? 8 Retirement Miscues

We’re all human, and we all make mistakes. Yet some errors are worse than others, and it’s important to try…

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Just One More Year

Just One More Year

Maybe you have had enough of that horrible boss, cannot stand the annoying co-worker any longer, or you just feel…

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Ponder These 4 Reasons For Roth IRA Conversions

Ponder These 4 Reasons For Roth IRA Conversions

The hubbub over Roth IRA conversions continues unabated. Many who haven’t taken the plunge are debating whether to use this…

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Are You Missing Out on Free Money by Maxing Out Your 401k Early in the Year?

Are You Missing Out on Free Money by Maxing Out Your 401k Early in the Year?

By Laura West

People with high income and/or who max out their 401k plan early in the year could be missing out on…

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Buying a Boat

Buying a Boat

By Laura West

I don’t know about you, but during the cold winter months I drum up all kinds of ideas relating to…

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How Does Your Net Worth Measure Up?

How Does Your Net Worth Measure Up?

By Abby Belvin

Check out this article “The Typical American's Net Worth By Age: Here's Where You Stand”.  It compares household net worth…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

Independent, Comprehensive, Caring

As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!

 

Connecting With You

At West Financial Advisors, we work hard to maintain regular contact with you and to help you understand what we do. That’s why we’ve made the commitment to engage with social media. Please visit our sites on: